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Add intelligent document processing into any API-led integration strategy

About Ephesoft and MuleSoft

Ephesoft Transact is a leading intelligent document processing (IDP) platform that simplifies document automation so users can get actionable, structured data quickly and drive efficiency. The software captures data from any type of document, then classifies and extracts content accurately with OCR and industry leading AI. Ephesoft delivers the data needed to fully automate any document-centric process and, on average, decreases processing time by 90%, saves 50% costs, and improves employee and customer experiences. The data is exported into any application, using MuleSoft Anypoint to connect with other systems.

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Be Your Client’s Automation Hero

Help your customers embark on their end-to-end automation journey by taking the first step of transforming their document data. With Ephesoft’s Transact connector, your customers can easily connect intelligent document processing (IDP) using MuleSoft so data can flow into other applications, such as ERP, ECM, RPA, workflow or other line-of-business systems. Customers who have critical, high volume documents, either digital or paper, gravitate towards the joint solution to easily onboard data into their existing systems.

IDP Resources

More Cash “Flows”


As one of the key technologies – and a foundational step – in any hyperautomation project that contains documents, Ephesoft’s IDP platform can be a quick win for MuleSoft sales teams by adding more flows to your clients’ automations. For example, accounting departments with thousands or millions of invoices can eliminate manual steps by automatically onboarding data into their ERP. Insurance companies can streamline claim processing, improve compliance and get a clear view of customer data. Healthcare entities with handprint, handwritten or cursive documents could easily and accurately get all the data they need quickly. Mortgage and banks could automatically pull loan application data into their LOS or banking systems.

Bottom line – any process that contains high value documents is an EASY win and the Ephesoft team is ready to help you enable your clients.

Benefits to Digitizing Your Documents

Positive customer experience

Easier document submission by phone or browser

Faster processing and delivery of new account data increases efficiency

Decrease time-to-account profitability

Dramatic reduction of human error due to manual data entry

AI provides context and additional insight into customer behavior

Comply with and standardize regulatory requirements that affect customer onboarding globally

Data can be used enterprise-wide, especially in KYC, AML, Tax, Operations, Credit, Wealth Management and Legal departments

Increase visibility into customer risk and improve risk ratings

Reduce duplicate requests

Maintain regulatory compliance throughout the customer lifecycle

Accelerate response to regulatory change

Enrich customer profiles

Together, MuleSoft and Ephesoft provide end-to-end enterprise automation – from digitization to capture to workflow.

Ephesoft has been positioned as a Major Contender on Everest Group’s Intelligent Document Processing (IDP) PEAK Matrix®️ Assessment 2022. Its Transact solutions can process a wide variety of document formats and data types and offer advanced data validation capabilities. Its robust partner network, pre-built connectors for a range of enterprise applications, and the configurability of the platform, combined with its strong product roadmap positions it well for success. — Ashwin Gopakumar, Practice Director, Everest Group

IDP Major Contender Badge

Contact Us


Do you have some customers that are interested in hyperautomation? Let’s talk! We would be thrilled to strategize on ways to help your customers while also building your sales pipeline. Additionally, we have a variety of resources, links to our partner portal and sales enablement tools.